Some of Our Past Events - And their Key-takeaways

October 22, 2020

Annual SRIAA Forum: Economic & Geo- Political Outlook

Anastassios Frangulidis, Pictet

Economic and Geo-Political Outlook, in consideration of the impending US presidential election, with keynote presentations. 

September 16, 2020

Annual Compliance Training: Certified compliance training for SRIAA members

Jake Brown - Wuersch & Gering LLP

The annual compliance training is organized by SRIAA, under the guidance of and provided by Jake Brown from Wuersch & Gering LLP. Certification letters provided to confirmed attendees. 

To ensure that the event will take place despite possible future restrictions due to COVID-19, we've decided to hold this year's Compliance Training in the form of a webinar. The link to join the online Training will be sent out to all registered attendees before the event. For Non-Members we've reduced the attendance fee from 750.- to 375.-

February 18, 2020

Luncheon: SEC Registrations on Hold - Now What?!

Florian Jörg - Bartschi Ltd. & Gregory Walsh - Baker McKenzie

What's going on? Are there any risks for existing Swiss RIAs? And, what can we do as SRIAA to ameliorate the situation?

November 06, 2018

The 50 Shades of Investing

Philip Rauh - responsAbility

Many investors nowadays do not put their focus only on financial return but also on making a social impact with their investments. But what really is impact investing? Philip Rauh answers this and many more questions about this increasingly important topic.

June 04, 2018

Annual SRIAA Compliance Training

Dustin Milne - Milne Legal

Dustin Milne (http://milnelegal.com) has agreed to hold this Compliance Training for SRIAA Members. The training is qualified as the annual training that your staff needs to conduct, and it will be validated by SRIAA accordingly.

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